View or Update a Prospect/Client/Resource Contact's Information

Depending on your role in WorkBook, you can view or modify contact information from the contact card.

Note: You must have permission to add prospects and clients to WorkBook, as well as modify prospect- and client-related information and activities, to complete this task.

To view or update a prospect/client/resource contact's information:

1. Display the contact card. See Display the Contact Card
2. On the side toolbar of the contact card, click Information
3. Update the contact information as needed.